Goldman Sachs's Moe Upgrading China, Asean for 2022

The video discusses the current macroeconomic environment characterized by slowing growth and rising rates, which are less favorable for equities. It highlights the valuation corrections in Asia and strategic market positioning, including upgrades in China and downgrades in India and Korea. The regulatory risks in China are moderating, and the impact of rising bond yields on tech stocks is analyzed. The video also covers Korea's sensitivity to global growth and the semiconductor market cycle.

How does the regulatory tightening in China affect market expectations?

What is the significance of bond yields rising in relation to tech stocks?

What is the outlook for the semiconductor cycle in Korea according to the text?